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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,753 | $90,607+39.9% | $79,467+59.5% | $135,380-6.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 59.43% | 977.74%-918.3pp | 718.30%-658.9pp | 519.81%-460.4pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,842 | $4,050-54.5% | $3,704-50.3% | $5,609-67.2% |
| Admin fee / account holder | $4,217 | $5,895-28.5% | $5,104-17.4% | $10,828-61.1% |